Wealthstreet Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Wealthstreet Investment Advisors’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$140K	Hold	1,040	–	–	3.77%	9
2021 Q4	$161K	Hold	1,040	–	–	3.97%	7
2021 Q3	$133K	Sell	1,040 -3,560	-77%	-$469K	3.67%	9
2021 Q2	$603K	Sell	4,600 -8,746	-66%	-$1.08M	3.13%	10
2021 Q1	$1.63M	Buy	13,346 +456	+4%	+$54K	0.16%	130
2020 Q4	$1.41M	Sell	12,890 -8,000	-38%	-$793K	0.14%	142
2020 Q3	$1.82M	Sell	20,890 -2,944	-12%	-$247K	0.2%	108
2020 Q2	$1.82M	Sell	23,834 -3,690	-13%	-$254K	0.22%	101
2020 Q1	$1.61M	Buy	27,524 +23,314	+554%	+$1.57M	0.24%	94
2019 Q4	$298K	Sell	4,210 -400	-9%	-$26.2K	0.03%	292
2019 Q3	$295K	Sell	4,610 -3,400	-42%	-$197K	0.04%	282
2019 Q2	$442K	Buy	+8,010	New	+$436K	0.06%	240

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealthstreet Investment Advisors's SMH Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q1 2022 at 1,040 shares worth $140K. The position accounts for 3.77% of the portfolio, ranked #9.

Wealthstreet Investment Advisors first reported a position in SMH in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.82M in Q3 2020. 441 funds tracked by Wall St. Rank hold SMH as of Q1 2022.

Wealthstreet Investment Advisors held 1,040 shares of VanEck Semiconductor ETF worth $140K as of Q1 2022.
Wealthstreet Investment Advisors left its VanEck Semiconductor ETF share count unchanged in Q1 2022.
VanEck Semiconductor ETF made up 3.77% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #9 holding.
Wealthstreet Investment Advisors first reported a position in VanEck Semiconductor ETF in Q2 2019 and has held it in 12 quarters since.
Wealthstreet Investment Advisors's VanEck Semiconductor ETF position peaked at $1.82M in Q3 2020.
441 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.